What we hear from professional services teams
The recurring problems we have heard across discovery calls with professional services clients - and where good software actually moves the needle.
Billable-hour accuracy is the cash-flow of professional services, but most timesheet tools are abandoned within weeks. The friction has to disappear or the data goes with it.
Law firms, CAs, and consultancies handle privileged information that must never leak across matters, partners, or clients. Access controls have to be granular and audit-ready by default.
Briefs, contracts, audit working papers, and client deliverables go through dozens of versions. Without proper version trails, mistakes survive into final deliverables and into invoices.
Partnership-firm economics - originating partner, working partner, write-offs, recovery percentages, profit-pool allocations - fit no off-the-shelf CRM. Custom logic is usually the only honest answer.
Professional Services software we ship every quarter
Production builds we have shipped - each tuned to the operating model of an Indian professional services business.
Matter tracking, conflict checks, deadline management, court-date diaries (for legal), audit-engagement tracking (for CAs), and case-portfolio dashboards for partners and practice heads.
Secure client portals with document sharing, e-signature, two-way messaging, fee proposals, status updates, and consent capture - designed for confidentiality, not just convenience.
Time capture (mobile, desktop, integrations with calendars and email), WIP tracking, fee structures (hourly, fixed, contingency, retainer), invoice generation with GST e-invoicing, and partner-economics reporting.
Business-development CRMs tuned to professional-services pipelines (referrals, proposals, RFPs, panel listings), partner KPIs (origination, working, recovery), and firm-wide profitability dashboards.
A modern, fit-for-purpose technology stack
Frequently asked questions
The questions professional services founders and operators ask before getting started.
